WTC

WhitTier Trust Company Portfolio holdings

AUM $4.69B
1-Year Est. Return 23.03%
This Quarter Est. Return
1 Year Est. Return
+23.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$2.79M
3
+$1.51M
4
BTI icon
British American Tobacco
BTI
+$1.36M
5
APA icon
APA Corp
APA
+$1.34M

Top Sells

1
+$4.8M
2
+$3.36M
3
+$2.05M
4
RAI
Reynolds American Inc
RAI
+$1.77M
5
EQT icon
EQT Corp
EQT
+$1.59M

Sector Composition

1 Technology 11.98%
2 Healthcare 11.8%
3 Financials 11.39%
4 Industrials 8.32%
5 Consumer Staples 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
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5,250
377
$150K 0.01%
804
+30
378
$149K 0.01%
7,469
+26
379
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380
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900
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381
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+1,244
382
$143K 0.01%
720
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383
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5,409
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$139K 0.01%
3,789
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385
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386
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387
$135K 0.01%
2,387
388
$133K 0.01%
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390
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391
$131K 0.01%
3,410
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392
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393
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$130K 0.01%
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395
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396
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2,127
397
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2,405
398
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3,707
-150
399
$123K 0.01%
3,202
-168
400
$122K 0.01%
2,704
+116
14 15
16
17 18